Financial Management Specialist

15 hours ago


Palakkad, Kerala, India beBeeAccounting Full time ₹ 19,20,000 - ₹ 2,21,20,000

We are seeking an Investment Accounting Manager to join our family office team in Ahmedabad and Mumbai.

About the Role

This position plays a critical role in ensuring accurate investment accounting and providing support to staff with complex entries and reconciliations. The ideal candidate will have hands-on experience in both investment and general ledger accounting, as well as a strong understanding of consolidated concepts and private equity accounting.

Required Skillset
  • General ledger accounting
  • Investment accounting (platforms such as Sage, QBO, Geneva, Investran)
  • Consolidated accounting concepts (eliminating entries)
  • Private equity accounting
  • Wealth enterprise accounting (entity cost allocation)
  • Trust & foundation accounting
  • Basic tax treatments
  • Diverse experience in investment and personal accounting, especially for family enterprises
  • Experience in a reviewer role and staff/project management
  • Strong analytical, research, and problem-solving skills
  • Excellent communication and collaboration abilities
Preferred Experience
  • Hands-on experience with both investment performance platforms (e.g., Black Diamond) and accounting systems (e.g., Sage, QBO)
  • Proven track record in investment accounting for family offices or similar environments
  • Ability to train and support staff on complex accounting entries and reconciliations


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